Shared Vision Wealth Group LLC Technology Sector Spdr Transaction History
Shared Vision Wealth Group LLC
- $187 Billion
- Q3 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 1,432 shares of XLK stock, worth $334,515. This represents 0.17% of its overall portfolio holdings.
Number of Shares
1,432
Previous 1,432
-0.0%
Holding current value
$334,515
Previous $324 Million
0.21%
% of portfolio
0.17%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding XLK
# of Institutions
2,240Shares Held
168MCall Options Held
14.8MPut Options Held
18M-
Bank Of America Corp Charlotte, NC12.6MShares$2.95 Billion0.24% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$2.51 Billion0.56% of portfolio
-
Morgan Stanley New York, NY9.64MShares$2.25 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC7MShares$1.63 Billion0.72% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.5MShares$1.28 Billion0.33% of portfolio